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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$25,835 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,227 | $66,124+204.3% | $90,461+122.4% | $73,497+173.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 22.31% | 17.65%+4.7pp | 1294.76%-1272.5pp | 28.51%-6.2pp |
| Employer contribution / active EE | $21,695 | $2,346+824.6% | $3,264+564.7% | $2,270+855.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | -$103 | $396-126.0% | $5,617-101.8% | $513-120.1% |